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JPMorgan International Research Enhanced Equity ETF

83 hedge funds and large institutions have $5.44B invested in JPMorgan International Research Enhanced Equity ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more funds holding

Funds holding: 6883 (+15)

21% more capital invested

Capital invested by funds: $4.5B → $5.44B (+$942M)

0.79% more ownership

Funds ownership: 86.79%87.58% (+0.79%)

Holders
83
Holders Change
+15
Holders Change %
+22.06%
% of All Funds
1.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
38
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$4.36B +$42.2M +756,758 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$430M +$410M +7,356,396 +2,655,739%
LPL Financial
3
LPL Financial
California
$94.5M +$22.3M +400,376 +33%
AssetMark Inc
4
AssetMark Inc
California
$93.8M -$4.47M -80,154 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$42.7M +$2.44M +43,690 +6%
BWL
6
Bogart Wealth LLC
Virginia
$39.5M +$1.21M +21,645 +3%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$29.8M +$13.5M +241,471 +90%
FIC
8
Family Investment Center
Missouri
$28.1M +$1.85M +33,141 +7%
Osaic Holdings
9
Osaic Holdings
Arizona
$26.7M -$3.18M -57,037 -11%
NPT
10
National Philanthropic Trust
Pennsylvania
$25.1M +$24M +429,543 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.5M +$428K +7,673 +2%
GVAG
12
Great Valley Advisor Group
Delaware
$19.8M +$18.9M +339,391 New
Jane Street
13
Jane Street
New York
$17.2M +$13.6M +244,638 +485%
WAAG
14
Wealth Alliance Advisory Group
Kansas
$14.7M +$515K +9,226 +4%
PCA
15
Pallas Capital Advisors
Massachusetts
$14.3M +$149K +2,668 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$14.3M +$149K +2,666 +1%
PAG
17
Private Advisor Group
New Jersey
$14.3M -$139K -2,485 -1%
BMM
18
Buffington Mohr McNeal
Idaho
$13.3M +$763K +13,675 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$13.2M +$621K +11,127 +5%
Bank of America
20
Bank of America
North Carolina
$10.8M +$10.3M +185,271 +84,214%
CAN
21
Cetera Advisor Networks
California
$9.53M +$899K +16,122 +11%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.21M +$4.91M +88,092 +127%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$8.83M +$2.1M +37,722 +33%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$8.64M +$5.21M +93,509 +172%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$8.35M +$7.97M +142,954 New

JIRE Hedge Fund Activity: Q4 2023 in Review

83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Research Enhanced Equity ETF (JIRE) for Q4 2023, worth a combined $5.44B — up 21% from $4.5B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new JIRE positions and 9 closed out — a net gain of 15 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $410M. The largest seller was Lido Advisors, exiting entirely with an estimated $15M sold.

  • 83 institutional investors held JPMorgan International Research Enhanced Equity ETF (JIRE) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $5.44B of JPMorgan International Research Enhanced Equity ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 24 funds opened new JPMorgan International Research Enhanced Equity ETF positions in Q4 2023 and 9 closed out, a net change of +15 holders.
  • The largest JPMorgan International Research Enhanced Equity ETF buyer in Q4 2023 was Fidelity Investments, an estimated $410M added.
  • The largest JPMorgan International Research Enhanced Equity ETF seller in Q4 2023 was Lido Advisors, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2023.